Clear day-to-day numbers, with the right tools for the rest.

Yes — for a CIC or a company-style social enterprise, FreeAgent is excellent: bookkeeping, invoicing, bank feeds, corporation tax and Making Tax Digital, all in one place. It's included free in every package.

No — and we won't pretend otherwise. FreeAgent is built for small businesses, not charities, so it doesn't do fund accounting (restricted vs unrestricted funds) or the Charities SORP. For charities that need those, we set you up with the right approach and prepare your SORP accounts ourselves.

Gift Aid isn't a FreeAgent feature — Gift Aid claims are something we handle for you as part of your package, separately from your day-to-day bookkeeping software.

The right bookkeeping setup for your structure — FreeAgent where it fits (CICs, company social enterprises), or an appropriate fund-accounting setup where it doesn't (charities) — plus us preparing your accounts, Gift Aid and returns on top.

We move your setup with you. A social enterprise that becomes a charity, or a charity that adds a trading subsidiary, gets the right tools for each part — that's the advantage of an accountant who knows the sector.